Salto’s Post

🔥 6 Best Practices for Building Custom Zendesk Reports 🔥 Pre-built Zendesk dashboards are great for general insights, but custom reports are key when it comes to tailoring your analytics to your organization’s unique needs. Here are a few best practices from Zendesk expert Jude Kriwald to help you create reports that deliver value: ✅ Start with a clear goal - What question are you trying to answer? Be as specific as possible. ✅ Use filters wisely - Keep your query simple and your filters focused, and add layers of complexity as you go. Adding one element at a time lets you see its impact on your report. ✅ Combine metrics for advanced insights - For example, combining ticket creation and resolution metrics can help you identify patterns that might indicate process inefficiencies for certain ticket categories. ✅ Visualize strategically - Choose charts and graphs that tell the story at a glance. Ask yourself: Does this chart type make the data easier to understand? ✅ Limit data overload - More isn’t always better. Focus on a few key metrics and visualizations for clarity. ✅Test and refine - Your first report is rarely perfect. Share it with your team, gather feedback, and tweak accordingly. What’s your go-to tip for creating custom reports in Zendesk? Got any best practices we missed? Share them in the comments! #Zendesk #CustomReports #BestPractices